Jodi is a Client Relations Specialist for McGlone Suttner Wealth Management. In providing support services to the financial advisors, Jodi maintains client accounts, assists clients with information and problem solutions, and completes tasks related to client portfolios.
Jodi’s extensive financial service background was developed at Thrivent Financial, dedicating herself to a 28-year career. She served in a variety of roles that improved the overall member and financial advisor experience. In addition, Jodi spent a considerable portion of her career helping create and improve business policies and procedures ensuring regulatory compliance standards were met. She joined KOM Wealth Management as a client service coordinator using her skills in support team services. Now Jodi’s attention to detail and commitment to quality significantly enhance her role at McGlone Suttner Wealth Management.
Jodi, and her husband Jerry, reside in the Black Creek area and have two awesome sons. With a passion for wellness, she shares her love of natural living and the benefits of essential oils. Jodi also enjoys reading, walking, camping, and spending time with family and friends.